Importing customers and services from another panel: a checklist

Importing data from an existing panel saves you from starting over. Use this checklist so nothing important gets lost.

Customers

• Names and email addresses (deduplicated, lowercase)
• Balances — and a check that the total matches the old panel to the cent
• Custom prices and discounts per customer
• Account status (active, suspended)
• A plan for passwords: carry the hashes over, or send reset links

Services

• Names, categories and descriptions
• Your prices, minimums and maximums
• The provider and provider service ID behind each one
• Refill and cancel settings

Orders and payments

• Order history (for customers' records and your reports)
• Open orders: leave them to finish on the old system where possible
• Payment history

Before you go live

• Sign in as a test customer and check the balance
• Place a small real order on your busiest service
• Make a small test payment
• Confirm password reset emails arrive

Afterwards

Keep a full export of the old panel. If a customer questions their balance a month later, you'll want the original numbers.